Updated
Van Inventory Management for Appliance Repair, Without the Guesswork
By the Taskrol team at Kereon Inc.
The short answer
Stop rebuying parts you own by entering the van into the system once: each part by part number, labeled by shelf and box. Then when you add a part to a job, Taskrol tells you whether it is in stock and where — 'In stock, box 4.' Mark a part as tracked and set your low-stock number, and it lands on your Shopping List by itself when the count drops to it.
At Cactus Appliance, an appliance repair company in Orange County, California, that runs on Taskrol every day, the back of the van used to be a disaster. Parts everywhere. There was always this nagging feeling that the part the job needed, a valve or a pump or a control board, was already in the van somewhere, but nobody could tell you where. Or whether it was even back there at all.
So the shop did what everybody does. Drove to the supply house and bought it again. Then a week later the original turned up wedged behind a box, and now Cactus had paid twice and burned a trip for something it already had. That's the problem van inventory management in Taskrol is built to end.
A messy van costs you in ways that never show up on an invoice. You rebuy parts you own. You make supply-house runs you didn't need. And you've got cash just sitting there in a heap of parts you can't locate. Ignore it and it's invisible. Add up a month of duplicate buys and it isn't.
Put the van into the system once
Cactus photographed the part number on everything kept in the van. Entered each one into the system. Then labeled where it lives: which shelf, which box. Set it up once, and after that the app does the remembering instead of the technician.
Now when a technician adds a part to a job, Taskrol tells him right there whether it's in stock. If it is, it tells him where. "In stock, box 4." No digging around. No guessing. Walk to the van, open box 4, done.
The Shopping List does the reordering for you
The other half is not running dry on the parts you use constantly. Mark a part as tracked. When its count drops to your low-stock number, one number you set once in inventory settings, the part lands on your Shopping List on its own. Think of it as a running to-do list of what to buy. You don't have to catch that you're low. The system catches it and reminds you before the next supply run.
It's the same Shopping List that grabs parts when you look them up by model number on a job. Everything you need ends up in one place, so you make one trip with a full list instead of five trips for one part at a time.
Once the van's in the system, the duplicate buys stop. The "eh, I'll just grab it while I'm here" trips stop. And that heap of random parts turns back into a shelf you can actually use, because you know what's on it, where it is, and what's about to run out.
That's the point of the whole app, really. The answers you need to run the job, and the business, should live in your pocket. Not in your memory, and definitely not in the back of your van.
More on van and warehouse inventory in Taskrol → track stock by box and shelf